Generate an Open Sales Order Report by Customer with Item detail

Hello there, @joemun.

Thank you for visiting the QuickBooks Community. I'd be happy to help you generate the Open Sales Order by Customer report that shows the line items in the Sales Order.  

To get this information, you need to customize the existing Open Purchase Orders by Job report.

Here's how :

1. From the Reports menu, select Purchases.
2. Select Open Purchase Order by Job. 
3. At the top left, click Customize Report. 
4. On the Display tab, select the following columns: Type, Date, Num, Source Name, Item, Item Description, Qty, Open Balance and Amount.
5. Click the Filters tab, then choose the following filters: Transaction Type = Sales Order, Paid Status = Open and Received = Either.
6. Click the Header/Footer tab and change the Report Title to Open Sales Order Detail by Customer.
7. Select OK.

Also, you can memorize that report for future use, check out this article: Create, access and modify memorized reports.

If you need assistance from a live support, you can contact our Customer Care Team to guide you through the steps.

Here's how you can reach them:

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. If asked, choose your QuickBooks Product.
3. Select your QuickBooks version.
4. On the Contact Us page, click a topic.
5. Click on the Get Phone Number button.

That should do it. Feel free to drop a comment below if you have any other questions about generating an Open Sales Order by Customer report with item details. I'll be happy to help you out. 

Hello

I followed the steps for this report and the quantities are showing in the negative. How can I modify this to not be in the negative without having to modify in Excel? This is going to be shared with our sales team and the negative amounts will be confusing.

Thank you!

I'd like to shed light regarding the negative quantity figures that showing on your Open Purchase Order by Job report, @dtretton.

The Qty column of the Open Purchase Order by Job report will normally show as negative since the PO is still open. The negative figures indicate the number of the quantity of the items that have been deducted from their original qty.

To turn the numbers into positive, you'll need to apply them on the bills/expenses/checks. 

Here's how you can create a bill attached to the PO:

1. Click the Vendors menu.
2. Select Enter Bills.
3. Choose the Vendor name.
4. Press on the Select PO icon at the top of the transaction.
5. On the Open Purchase Orders window, choose the vendor name.
6. Mark the PO created for that vendor.
7. Click OK. This will add all the items from the PO.
8. Hit on Save & Close.

You can also refer to this article: Accounts Payable workflows in QuickBooks Desktop. It provides insights about how payable transaction works in the system and on how it reflects on the reports.

Let me know if you have any questions about the report. I'm here to lend you a hand whenever you needed me. Have a good one!